Condon Wealth Management, Inc.

Condon Wealth Management provides advisory services to individual investors (including high‑net‑worth clients), trusts, and small businesses. The firm offers discretionary and non‑discretionary portfolio management, turnkey asset management program (TAMP) implementations, manager‑of‑managers arrangements, financial planning and consulting, and retirement plan consulting as a 3(21) non‑discretionary fiduciary where requested.

The firm builds Personal Investment Policy Statements through client interviews and implements strategies using asset allocation, fundamental and technical analysis, and both long‑ and short‑term trading approaches. CWM routinely places clients into third‑party managers and TAMP solutions and sponsors a wrap fee program that aggregates management, administrative and transaction costs into a single client fee while executing trades through its chosen custodian.

Several business relationships distinguish CWM from many peers: firm personnel are also registered representatives of a broker‑dealer and are licensed insurance agents, so they may receive commission‑based compensation in addition to advisory fees, and the firm is affiliated with an accounting practice that provides separate fee‑for‑service tax and accounting work. These dual roles and the firm’s wrap program sponsorship are disclosed in its brochure and addressed through written disclosures, a Code of Ethics, and policies intended to manage the resulting conflicts of interest; clients are not required to use the affiliated firms or purchase recommended products from firm‑affiliated representatives.